← All themes Defense Modernization

Drones & Counter-Drone

Cheap uncrewed systems have changed how wars are fought, and defending against them has become as urgent as fielding them. Both sides of that exchange are now funded procurement lines.

30 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
251
Covea Finance
Covea Finance
France
$25.1M +$28.4M 1 1.32% New
252
R.M. Davis Inc
R.M. Davis Inc
Maine
$25.1M -$1.2M 1 0.73% Reduced
253
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$24.7M -$29.4K 1 0.85% Reduced
254
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$24.7M +$27.5M 3 0.42% New
255
MLL
Moody Lynn & Lieberson
Massachusetts
$24.6M +$2.1M 2 2.38% Increased
256
Nicholas Company
Nicholas Company
Wisconsin
$24.6M +$3.82K 2 0.56% Increased
257
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$23.9M +$376K 4 1.08% Increased
258
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$23.6M +$15.7M 3 0.31% Increased
259
KeyBank National Association
KeyBank National Association
Ohio
$23.5M -$50.6K 3 0.12% Reduced
260
CNAM
Campbell Newman Asset Management
Wisconsin
$23.4M -$161K 1 2.63% Reduced
261
VCM
Vigilant Capital Management
Maine
$23.1M +$166K 2 2.17% Increased
262
AP
Atwood & Palmer
Missouri
$23M +$838K 3 2.28% Increased
263
Mercer Global Advisors
Mercer Global Advisors
Colorado
$22.8M -$234K 4 0.14% Reduced
264
SCP
Sandhill Capital Partners
New York
$22.6M -$1.15M 1 2.58% Reduced
265
Hood River Capital Management
Hood River Capital Management
Florida
$22.6M +$424K 2 0.86% Increased
266
AO
Advisor OS
Illinois
$22.4M -$56K 2 6.76% Reduced
267
Utah Retirement Systems
Utah Retirement Systems
Utah
$22.3M +$208K 3 0.37% Increased
268
FCI
Financial Counselors Inc
Kansas
$22.2M -$254K 1 0.55% Reduced
269
AQR Capital Management
AQR Capital Management
Connecticut
$22M -$2.14M 4 0.05% Reduced
270
Welch & Forbes
Welch & Forbes
Massachusetts
$22M +$736K 2 0.43% Increased
271
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$21.9M -$1.63M 3 0.25% Reduced
272
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$21.8M +$241K 5 0.12% Increased
273
Seizert Capital Partners
Seizert Capital Partners
Michigan
$21.8M -$2.83M 1 1.23% Reduced
274
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$21.7M -$1.33M 4 0.29% Reduced
275
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$21.7M -$6.01M 4 0.19% Reduced